Avantax Advisory Services’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Avantax Advisory Services’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,642	Closed	-$287K	–	1351
2022 Q2	$287K	Buy	9,642 +8	+0.1%	+$253	﹤0.01%	1036
2022 Q1	$326K	Sell	9,634 -1,177	-11%	-$41.9K	﹤0.01%	959
2021 Q4	$400K	Sell	10,811 -696	-6%	-$25.8K	0.01%	842
2021 Q3	$426K	Buy	11,507 +31	+0.3%	+$1.21K	0.01%	775
2021 Q2	$469K	Buy	+11,476	New	+$464K	0.01%	726

Other funds holding GEM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's GEM Position: Q3 2022 in Review

Avantax Advisory Services sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2022, closing a stake of 9,642 shares — an estimated $287K sold.

Avantax Advisory Services first reported a position in GEM in Q2 2021 and held it in 5 quarters. The position peaked at $469K in Q2 2021. 153 funds tracked by Wall St. Rank hold GEM as of Q3 2022.

Avantax Advisory Services reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 9,642 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2022, an estimated $287K.
Avantax Advisory Services first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2021 and held it in 5 quarters.
Avantax Advisory Services's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $469K in Q2 2021.
153 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.